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iShares Core S&P 500 ETF

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
2151
Semmax Financial Advisors
North Carolina
$61K +$54.7K +138 +863%
PCTC
2152
Perkins Coie Trust Company
Washington
$59K
BBHC
2153
Brown Brothers Harriman & Co
New York
$57.9K -$10.8K -27,149 -16%
CWA
2154
Carolina Wealth Advisors
South Carolina
$56K
AWM
2155
Activest Wealth Management
Florida
$54K +$54K +136 New
WA
2156
WestEnd Advisors
North Carolina
$49.3K -$16.7K -42 -25%
PSIWM
2157
Paradigm Strategies in Wealth Management
Minnesota
$47K +$47K +117 New
GTAM
2158
Global Trust Asset Management
Florida
$45K
ATC
2159
Adirondack Trust Company
New York
$45K +$45K +114 New
MLFP
2160
MPS Loria Financial Planners
Illinois
$44K -$396 -1 -0.9%
HFM
2161
Hartford Financial Management
Connecticut
$43K
JPLA
2162
Joseph P. Lucia & Associates
New York
$42K +$12.8K +32 +44%
PIP
2163
Peachtree Investment Partners
Florida
$40K -$66.1K -167 -62%
PFA
2164
Professional Financial Advisors
Nebraska
$40K -$5.94K -15 -13%
CAM
2165
Costello Asset Management
Pennsylvania
$39K
TI
2166
Truehand Inc
New Hampshire
$38K
LWA
2167
Lowe Wealth Advisors
Maryland
$38K +$4.75K +12 +14%
GP
2168
Greenline Partners
New York
$35K -$12.1K -30 -26%
MIH
2169
Meitav Investment House
Israel
$34.9K -$30.5K -76,570 -47%
TAM
2170
Tucker Asset Management
Colorado
$33.4K +$7.16K +18 +27%
HFS
2171
Horizon Financial Services
North Carolina
$33K +$33K +84 New
PA
2172
Perennial Advisors
New York
$30K
CWP
2173
Concord Wealth Partners
Virginia
$28K +$28K +70 New
PIA
2174
Powell Investment Advisors
Florida
$27K +$27K +69 New
CBT
2175
CoreFirst Bank & Trust
Kansas
$25K